Current Version: 1.2.0.0as of Business Central 24.
Manual
Creation date: 2024/11/22 The current version of this manual can be found at:
☰ Contents
General
App Job SL Integration With the help of this app, sales lines linked to a job planning line can generate job ledger entries during delivery and billing. This gives a better overview of the costs and revenues on the job card...
Setup
App Setup The setup can be accessed via the Job Setup. This is where the setup for the Job - Sales Lines is defined...
Tasks
Working with the App According to the field Do not Post automatic in the Setup, job ledger entries of the type Usage are automatically created to the job when delivering sales lines that are linked to a job planning line...
Pages
App Setup The setup can be accessed via the Job Setup. This is where the setup for the Job - Sales Lines is defined...
Job Receiver
Job Receiver Card On the Job Receiver Card, you can see detailed information regarding customers or sales documents...
Job Card In the Job Card, the Job - Sales Lines action have been added in Related and group Job. This actions opens a window with a list of Job - Sales Line connections...
Job List In the Job List, the Job - Sales Lines action has been added in Related and Group Job. This action opens a window with a list of Job - Sales Line connections...
Job Planning Lines
Job Sales Document Change Permission
Job Sales Line List The Window Job - Sales lines List gives an overview of the jobs and the related Sales...
Job Task Lines Subform
Job Receiver List
Posted Credit Memo
Posted Sales Invoice
Sales Invoice In the Sales Invoice, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
Sales Invoice Lines In the Sales Invoice Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
Sales Order In the Sales Order, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
Sales Order Lines In the Sales Order Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
Sales Quote In the Sales Quote, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines...
Sales Quotes/Orders The window Sales Quotes/Orders gives you a overview of all related Sales Quotes and Orders...
Sales Quote Lines In the Sales Quote Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions...
Job Task List The Job description field is displayed in the lines...
Tasks
Create Sales Quotes from Jobs Creates sales quotes per job or job task and job recipient...
Create Sales Orders from Jobs Creates sales orders per job or job task and job recipient...
Job Transfer to Sales Quote Set the conditions for how sales quotes should be created for the job...
Job Transfer to Sales Order Set the conditions for how sales orders are to be created for the job...
Appendix
Release Notes
Docs / NVXJSL Job SL Integration / General General
With the help of this app, sales lines linked to a job planning line can generate job ledger entries during delivery and billing. This gives a better overview of the costs and revenues on the job card.
The setup can be accessed via the Job Setup. This is where the setup for the Job - Sales Lines is defined.
General, Fields
Journal Template Name
Specifies the value of the Journal Template Name field.
Journal Batch Name
Specifies the value of the Journal Batch Name field.
Do not Post automatic
Specifies if a line should be automatically posted.
Job Status To Open At Sales Order Release
Specifies if you want to change the Job Status to ''Open'' at the release of an associated Sales Order.
Delete Job Journal Lines
Specifies the value of the Delete Job Journal Lines field.
Use Job No. For Dimension
Specifies if the Job No. is used as Dimension.
Block Project Consumption
Specifies if the project consumption should be permitted.
Hide Delete Request Sales Quote/Order
Specifies if the delete request should be hidden when the sales quote/order is deleted while associated with a job.
Create Sales Documents, Fields
Allow Quote Creation
Specifies if a sales quote can be created from a job.
Allow Order Creation
Specifies if a sales order can be created from a job.
Create Job Budget Entry
Specifies if a job budget entry should be created when sales documents are created from jobs.
Docs / NVXJSL Job SL Integration / Tasks Working with the App
According to the field Do not Post automatic in the Setup, job ledger entries of the type Usage are automatically created to the job when delivering sales lines that are linked to a job planning line.
Job Ledger entries of the type Sale are then generated during billing. In addition, job planning lines of the type G/L account can be transferred from the job to the sales order or sales invoice using the "Transfer from Job" function, thereby generating final invoices that represent the value of the purchase order minus any down payments made.
With the setup Allow Quote Creation and Allow Order Creation you can control if you want to allow the creation of Sales Quotes or Sales Order out of the job directly.
If one of these fields is active the corresponding actions in the Job or the Job Planning Line are active and you can create the documents.
The Block Project Consumption field determines whether project consumption should be blocked upon posting of purchasing lines.
When both the purchase line and a sales line contain the same project, project consumption is blocked with the "Connected Sales Line" option.
When a project is specified in the purchase line, project consumption is always blocked with the "Always" option.
The standard posting routine will not change when the option field is empty.
The permission fields in the Job Sales Document Change Permission determine whether changing, inserting, and deleting are illegal actions in the sales lines. The permissions will throw errors upon encountering an illegal action in the sales lines if a Job Sales Line is set for the specific line.
The sales lines are also checked on permissions if the document is manually deleted and the header is linked to a project.
If the transfer to sales document fields in the job task line or job planning line are set to false, the specified line will not be carried over when creating sales documents from jobs.
In the Job Card, the Job - Sales Lines action have been added in Related and group Job. This actions opens a window with a list of Job - Sales Line connections.
In the Job Card, the Job Receiver List action have been added in Related and group Job. This actions opens a window with a list of the Job Receiver.
In the new section Job Receiver the list of Job Receivers was added.
Fields
No. of Job Receiver
Shows the amount of related job receivers.
Actions
Job - Sales Lines
Show the Job - Sales Lines.
Job Receiver List
Opens the page "Job Receiver List"
Create Sales Quote
Creates a sales quote from this job and links the document and job.
Create Sales Order
Creates a sales order from this job and links the document and job.
In the Job List, the Job - Sales Lines action has been added in Related and Group Job. This action opens a window with a list of Job - Sales Line connections.
In the Job Card, the Job Receiver List action has been added in Related and Group Job. This action opens a window with a list of the Job Receiver.
For more information, see Working with the App.
In the Sales Invoice, the Job - Sales Lines factbox have been added. It gives you an overview of the related job planning lines.
For more information, see Working with the App.
In the Sales Invoice Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions.
The Job no. and Job task no. fields are displayed in the lines.
For more information, see Working with the App.
In the Sales Order Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions.
The Job no. and Job task no. fields are displayed in the lines.
Actions
Update Job Task
Updates the job task description that is connected with this sales line.
Update Job Planning Line
Updates the connected job planning line with the sales line.
The window Sales Quotes/Orders gives you a overview of all related Sales Quotes and Orders.
Fields
Document Type
Specifies the Document Type.
No.
Specifies the number of the involved entry or record, according to the specified number series.
Sell-to Customer No.
Specifies the number of the customer.
Sell-to Customer Name
Specifies the name of the customer.
External Document No.
Specifies a document number that refers to the customer''s or vendor''s numbering system.
Sell-to Post Code
Specifies the postal code of the customer''s main address.
Sell-to Country/Region Code
Specifies the country/region code of the customer''s main address.
Sell-to Contact
Specifies the name of the contact person at the customer''s main address.
Bill-to Customer No.
Specifies the number of the customer that you send or sent the invoice or credit memo to.
Bill-to Name
Specifies the name of the customer that you send or sent the invoice or credit memo to.
Bill-to Post Code
Specifies the postal code of the customer''s billing address.
Bill-to Country/Region Code
Specifies the country/region code of the customer''s billing address.
Bill-to Contact
Specifies the name of the contact person at the customer''s billing address.
Ship-to Code
Specifies a code for an alternate shipment address if you want to ship to another address than the one that has been entered automatically. This field is also used in case of drop shipment.
Ship-to Name
Specifies the name of the customer at the address that the items are shipped to.
Ship-to Post Code
Specifies the postal code of the address that the items are shipped to.
Ship-to Country/Region Code
Specifies the country/region code of the address that the items are shipped to.
Ship-to Contact
Specifies the name of the contact person at the address that the items are shipped to.
Posting Date
Specifies the date when the posting of the sales document will be recorded.
Shortcut Dimension 1 Code
Specifies the code for Shortcut Dimension 1, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Shortcut Dimension 2 Code
Specifies the code for Shortcut Dimension 2, which is one of two global dimension codes that you set up in the General Ledger Setup window.
Location Code
Specifies the location from where inventory items to the customer on the sales document are to be shipped by default.
Quote No.
Specifies the number of the sales quote that the sales order was created from. You can track the number to sales quote documents that you have printed, saved, or emailed.
Salesperson Code
Specifies the name of the salesperson who is assigned to the customer.
Assigned User ID
Specifies the ID of the user who is responsible for the document.
Currency Code
Specifies the currency of amounts on the sales document.
Document Date
Specifies the date when the related document was created.
Requested Delivery Date
Specifies the date that the customer has asked for the order to be delivered.
Campaign No.
Specifies the campaign number the document is linked to.
Status
Specifies whether the document is open, waiting to be approved, has been invoiced for prepayment, or has been released to the next stage of processing.
Payment Terms Code
Specifies a formula that calculates the payment due date, payment discount date, and payment discount amount.
Due Date
Specifies when the sales invoice must be paid.
Payment Discount %
Specifies the payment discount percentage that is granted if the customer pays on or before the date entered in the Pmt. Discount Date field. The discount percentage is specified in the Payment Terms Code field.
Shipment Method Code
Specifies the delivery conditions of the related shipment, such as free on board (FOB).
Shipping Agent Code
Specifies the code for the shipping agent who is transporting the items.
Shipping Agent Service Code
Specifies the code for the service, such as a one-day delivery, that is offered by the shipping agent.
Package Tracking No.
Specifies the shipping agent''s package number.
Shipment Date
Specifies when items on the document are shipped or were shipped. A shipment date is usually calculated from a requested delivery date plus lead time.
Shipping Advice
Specifies if the customer accepts partial shipment of orders.
Completely Shipped
Specifies whether all the items on the order have been shipped or, in the case of inbound items, completely received.
Job Queue Status
Specifies the status of a job queue entry or task that handles the posting of sales orders.
Amt. Ship. Not Inv. (LCY) Base
Specifies the sum, in LCY, for items that have been shipped but not yet been invoiced. The amount is calculated as Amount Including VAT x Qty. Shipped Not Invoiced / Quantity.
Amt. Ship. Not Inv. (LCY)
Specifies the sum, in LCY, for items that have been shipped but not yet been invoiced. The amount is calculated as Amount Including VAT x Qty. Shipped Not Invoiced / Quantity.
Amount
Specifies the sum of amounts in the Line Amount field on the sales order lines.
Amount Including VAT
Specifies the total of the amounts, including VAT, on all the lines on the document.
Posting Description
Specifies additional posting information for the document. After you post the document, the description can add detail to vendor and customer ledger entries.
In the Sales Quote Lines, the Transfer to Project, Transfer from Job and Job - Sales Lines actions have been added in Line and group Functions.
The Job no. and Job task no. fields are displayed in the lines.
Actions
Update Job Task
Updates the job task description that is connected with this sales line.
Update Job Planning Line
Updates the connected job planning line with the sales line.
The Job description field is displayed in the lines.
For more information, see Working with the App.
Docs / NVXJSL Job SL Integration / Tasks / Tasks Create Sales Quotes from Jobs
Creates sales quotes per job or job task and job recipient.
Optionen, Options
Posting Date
Specifies the posting date for the document.
Create Quote per
Specifies if you select the Job Task option, that you want to create one quote per job task rather than the one quote per job that is created by default.
Create Job Budget Entries
Specifies if you want and how you want to create the job budget entries.
Override Quotes
Specifies if the existing quotes should be overridden when the job receiver already has a quote in the Job Receiver List.
Docs / NVXJSL Job SL Integration / Tasks / Tasks Create Sales Orders from Jobs
Creates sales orders per job or job task and job recipient.
Options, Options
Posting Date
Specifies the posting date for the document.
Create Order per
Specifies if you select the Job Task option, that you want to create one order per job task rather than the one order per job that is created by default.
Create Job Budget Entries
Specifies if you want and how you want to create the job budget entries.
Docs / NVXJSL Job SL Integration / Tasks / Tasks Job Transfer to Sales Quote
Set the conditions for how sales quotes should be created for the job.
Options, Options
Create New Quote
Specifies if the batch job creates a new sales quote.
Posting Date
Specifies the posting date for the document.
Append to Quote No.
Specifies the number of the quote that you want to append the lines to if you did not select the Create New Quote field.
Quote Posting Date
Specifies the posting date of that quote if you filled the Append to Quote No. field.
Job Receiver
Specifies the number of job receivers that will be used to create the documents.
Create Job Budget Entries
Specifies, if you want and how you want to create the job budget entries.
Docs / NVXJSL Job SL Integration / Tasks / Tasks Job Transfer to Sales Order
Set the conditions for how sales orders are to be created for the job.
Options, Options
Create New Order
Specifies if the batch job creates a new sales order.
Posting Date
Specifies the posting date for the document.
Append to Order No.
Specifies the number of the order that you want to append the lines to if you did not select the Create New Order field.
Order Posting Date
Specifies the posting date of that order if you filled the Append to Order No. field.
Job Receiver
Specifies the number of job receivers that will be used to create the documents.
Create Job Budget Entries
Specifies, if you want and how you want to create the job budget entries.
Would you like to know what has changed in the extension? Below you'll find an overview of the new features and changes made in the updates.
Build-Overview in DevOps
NVXJSL 1.2.0.0
as of Business Central 24 2024/10/17
Improvements
The minor version of the app for the BC Cloud release is increased to 1.2.0.0.
NVXJSL 1.0.52.0
as of Business Central 24 2024/10/17
Corrections
The project cost and prices confirmation on changed customer for related lines is disabled when job sales lines are present.
NVXJSL 1.0.51.0
as of Business Central 22 2024/09/27
Corrections
The error messages from the Job Sales Document Change Permissions are no longer executed by the standard OnDelete().
The error message routines from the Job Sales Document Change Permissions have been revised.
NVXJSL 1.0.50.0
as of Business Central 22 2024/09/24
Corrections
The Job Sales Document Change Permissions now only allow the options "Change Allowed" and "No Change Allowed".
NVXJSL 1.0.49.0
as of Business Central 22 2024/09/02
Corrections
The field "Line Discount %" updates the "Optional Line Amount" now on the Job Planning Line.
NVXJSL 1.0.48.0
as of Business Central 22 2024/08/29
Corrections
Improvement of the job planning lines re-creation, with the extension of the fields.
NVXJSL 1.0.47.0
as of Business Central 22 2024/08/28
Corrections
The field "Optional Line Amount" now include the "Line Discount %" on the Job Planning Line.
NVXJSL 1.0.46.0
as of Business Central 22 2024/08/21
Improvements
New events added in re-create job planning line for compatibility.
NVXJSL 1.0.45.0
as of Business Central 22 2024/08/02
Corrections
Improvement of the job planning lines re-creation, with the extension of the fields.
Improvements
New events added in re-create job planning line for compatibility.
NVXJSL 1.0.44.0
as of Business Central 22 2024/07/31
Corrections
Event "OnTransferJobPlanningLineFromSalesLineOnBeforeModifyJobPlanningLine" in codeunit "JSLJobQuoteOrderMgmtNVX" corrected.
NVXJSL 1.0.43.0
as of Business Central 22 2024/07/24
Corrections
When creating a new sales quote/order from a job the document date field in the job receiver is filled.
NVXJSL 1.0.42.0
as of Business Central 22 2024/07/18
Improvements
The editability of fields in the job receiver list has been updated and is now more meaningful.
When adding a new entry into the job receiver list the salesperson code will now be preset by the customer's value.
Corrections
Extended the length of the field salespersoncode to 20 characters.
NVXJSL 1.0.41.0
as of Business Central 22 2024/07/01
Improvements
If the contact no. field is changed the contact name field is also updated.
NVXJSL 1.0.40.0
as of Business Central 22 2024/06/28
Improvements
The two fields Contact No. and Deadline are now taken into account in the Transfer to project function and transferred to the job recipients.
The two fields Contact No. and Deadline are considered when creating an order from a quote and transferred to the job recipients.
Corrections
Incorrect filter was corrected when overwriting quotes.
NVXJSL 1.0.39.0
as of Business Central 22 2024/06/27
Improvements
New option in the Create Sales Quotes from Jobs request page.
Corrections
Extra Discount was replaced with Invoice Discount %.
Some missing help pages were added.
NVXJSL 1.0.38.0
as of Business Central 22 2024/06/26
Corrections
When changing the customer in the job the field "Job Contract Entry No." in the "Job Planning Line" was lost if you had already records of "Job Planning Line".
When changing the customer in the job and an error occured, then it could have happened that you had to close and open the job card before you could continue working.
NVXJSL 1.0.37.0
as of Business Central 22 2024/06/17
Improvements
New field in the job setup, for the new delete message in sales documents.
Improved confirmation dialog when deleting sales documents if they are linked to the project.
NVXJSL 1.0.36.0
as of Business Central 22 2024/06/12
Corrections
When creating sales documents out of jobs or job tasks it will now be a sales line created for a job task.
NVXJSL 1.0.35.0
as of Business Central 22 2024/06/11
Corrections
Changed update from sales document to job planning line. Now prices and line discounts can be changed together with quantity.
Update von Verkaufsbeleg auf Auftragsplanungszeile geändert. Jetzt können Preise und Zeilenrabatte zusammen mit der Menge geändert werden.
NVXJSL 1.0.34.0
as of Business Central 22 2024/06/10
Corrections
At updating a Job out of a Sales Quote or Sales Order it could have happened that a record update error occured.
NVXJSL 1.0.33.0
as of Business Central 22 2024/06/10
Corrections
Transfer of invoice discount amount from the sales header to the project has been improved.
NVXJSL 1.0.32.0
as of Business Central 22 2024/06/07
Improvements
At Sales Line creation out of Job Planning Lines for Quotes or Orders it will now
the Sales Line for the Job Task marked as "Bold".
an additional Sales Line after all Sales Lines for a Job Task as an empty line created.
more information copied from the Job Planning Line to the Sales Line: Description 2, Bin Code, Planned Delivery Date and the sorting.
NVXJSL 1.0.31.0
as of Business Central 22 2024/05/31
Improvements
In the Job Card there are now on job level the actions for creating a quote or order available.
The description in a Sales Line is not bold if you create a quote or order and the Sales Line is created by a Job Task.
NVXJSL 1.0.30.0
as of Business Central 22 2024/05/14
Corrections
Changed on the action "Update Job" in the pages Sales Order and Sales Quote. Function moved and dimensions added.
NVXJSL 1.0.29.0
as of Business Central 22 2024/05/10
Corrections
Improve the transfer function from the job planning line to the sales line to maintain modified descriptions and prices.
NVXJSL 1.0.28.0
as of Business Central 22 2024/05/10
Improvements
Added an event at creating a Job Planning Line out of a Sales Line.
NVXJSL 1.0.27.0
as of Business Central 22 2024/05/02
Corrections
Change on the action "Update Job" in the pages Sales Order and Sales Quote. The customer can no longer be updated.
NVXJSL 1.0.26.0
as of Business Central 22 2024/04/09
Improvements
Upgrade of the dependency
NVXJSL 1.0.25.0
as of Business Central 22 2024/04/05
Corrections
New fields are now transferred to sales invoice lines
NVXJSL 1.0.24.0
as of Business Central 22 2024/03/25
Corrections
Removed incorrect fields
NVXJSL 1.0.23.0
as of Business Central 22 2024/03/22
Improvements
New actions in sales order lines and sales quote lines to update job lines
New action in sales order and sales quote to update the job
New fields in the job planning lines
Corrections
The translations have been updated
Added errors for the optional quantity
NVXJSL 1.0.22.0
as of Business Central 22 2024/02/27
Corrections
The translations have been updated
NVXJSL 1.0.21.0
as of Business Central 22 2024/02/23
Corrections
Translations have been corrected
Some messages are now hidden when transferring from the project
Optional quantity fields moved for clarity of the page
NVXJSL 1.0.20.0
as of Business Central 22 2024/02/22
Improvements
New fields to control the transfer of job lines into sales documents
Error messages are now displayed when sales header project numbers are present, but change permissions are not.
The "Job Sales Lines" will now be updated when a Sales Quote is changed into a Sales Order.
Job Posting now with Job Planning Line Link.
NVXJSL 1.0.11.0
as of Business Central 22 2023/12/22
Improvements
Job Receiver List extended with a connection between Sales Quote and Sales Order.
At the release of a linked Sales Order there is now a check for the Job Status and a possibility to set the Job Status automatically if needed.
Updated dependency to BC22.2.
NVXJSL 1.0.10.0
as of Business Central 18 2023/12/20
Corrections
Translations for an error was changed.
NVXJSL 1.0.9.0
as of Business Central 18 2023/12/19
Improvements
New setup "Job Sales Document Change Permission" has been added in the "Job Setup" and the search.
New error messages for the permissions of the new setup have been added.
NVXJSL 1.0.8.0
as of Business Central 18 2023/12/04
Improvements
Added new action "Job Receiver List" in the Job List and Job Card
Added new field "No. of Job Receiver" in the Job Card
Added new Section "Job Receiver List" to the Job Card
NVXJSL 1.0.7.0
as of Business Central 18 2023/11/29
Improvements
Added a new option field to block project consumption.
NVXJSL 1.0.6.0
as of Business Central 18 2023/11/28
Corrections
Changed the position of the field Job No. in Sales Quotes and Sales Orders.
Changed the position of the field Job Description in Sales Quotes and Sales Orders.
NVXJSL 1.0.5.0
as of Business Central 18 2023/11/27
Improvements
Sales Quotes, Sales Orders, Posted SalesInvoices, and posted Credit Memos were extended by the field Job No.
Sales Quotes, Sales Orders, Posted SalesInvoices, and posted Credit Memos were extended by the field Job Description
NVXJSL 1.0.4.0
as of Business Central 18 2023/01/19
Corrections
The transfer of the sales lines to job planning lines with type budget also transfers the unit price.
The transfer of the sales lines to job planning lines also transfers the description from the sales line.
NVXJSL 1.0.3.0
as of Business Central 18 2022/10/24
Improvements
Added translations for language code DE.
NVXJSL 1.0.2.0
as of Business Central 18 2022/05/18
Improvements
The selection window to transfer sales lines to job plan lines additionally filters to the job no.
The transfer of the job planning lines to sales lines also transfers the dimensions of the job task.
When posting the job journal lines, the ledger entry no. of the related item ledger entry such as the serial no. and lot no. is transferred to the job ledger entries.
NVXJSL 1.0.1.0
as of Business Central 18 2022/05/10
Improvements
The logic for creating the job journal lines also considers drop shipment.
